📍 114 W Franklin Ave, Pennington, NJ, 08534
📞 609-730-0230
📍 21 Route 31 N Ste B-8a, Pennington, NJ, 08534
📞 609-730-3963
🌐 ameriprise.com
📍 65 S Main St, Pennington, NJ, 08534
📞 609-466-4411
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📍 100 Federal City Rd, Lawrence Township, NJ, 08648
📞 609-771-8017
📍 6 Pembroke Ct, Trenton, NJ, 08648
📞 609-558-7116
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I am both a Certified Public Accountant and a Certified Financial Planner. My practice includes tax preparation and planning as well as comprehensive financial planning for individuals and small businesses. Therefore, I am able to factor in tax related issues when performing financial planning services. I am a Rutgers University graduate with a degree in accounting and began my career as a Certified Public Accountant working twelve years as the CFO for for a large regional public consulting firm, Sibson and Company, specializing in tax planning for corporations and individuals.
📍 2633 Main St Ste 301, Lawrence Township, NJ, 08648
📞 609-620-1430
📍 4 Cleveland Rd W, Princeton, NJ, 08540
📞 609-466-8500
📍 133 Franklin Corner Rd, Lawrence Township, NJ, 08648
📞 609-512-7405
🌐 ameriprise.com